NC

Naman Capital Portfolio holdings

AUM $308M
1-Year Est. Return 7.08%
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$3.62M

Top Sells

1
+$7.02M
2
+$3.81M
3
+$3.12M
4
MSFT icon
Microsoft
MSFT
+$2.36M

Sector Composition

1 Energy 30.45%
2 Technology 19.73%
3 Healthcare 15.44%
4 Financials 14.09%
5 Communication Services 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.3M 30.45%
14,483,549
+11,093,112
2
$15.3M 8.43%
65,000
-10,000
3
$12.4M 6.83%
120,000
4
$11.2M 6.18%
160,000
-100,000
5
$10.2M 5.62%
40,000
6
$10.1M 5.56%
160,000
7
$10.1M 5.53%
150,000
8
$9.3M 5.12%
100,000
9
$9.25M 5.09%
125,760
10
$8.7M 4.79%
240,000
+100,000
11
$7.61M 4.19%
50,000
-25,000
12
$4M 2.2%
100,000
13
$3.91M 2.15%
100,000
14
$3.86M 2.12%
10
15
$3.8M 2.09%
63,900
16
$3.32M 1.83%
18,000
17
$3.29M 1.81%
52,300
18
– –
-40,000